Common Contracts

2 similar null contracts

Investment management agreement
January 26th, 2023
  • Filed
    January 26th, 2023

This Agreement is required where the accountholder(s) has/have appointed EITHER an appropriately authorised Financial Adviser on a full discretionary basis OR a discretionary investment manager, to manage the assets in the fund identified below (both referred to as the Investment Manager) AND the accountholder(s) has/have confirmed the investments shall be managed via a platform.

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Investment management agreement
January 26th, 2023
  • Filed
    January 26th, 2023

This Agreement is required where the accountholder(s) has/have appointed EITHER an appropriately authorised Financial Adviser on a full discretionary basis OR a discretionary investment manager, to manage the assets in the fund identified below (both referred to as the Investment Manager) AND the accountholder(s) has/have confirmed the investments shall be managed via a platform.

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